MYLEDGERPractice settings, plans & AI credits
User preferences
MYLEDGER remembers your toolbar pins, last client and display preferences.
The problem it solves
Setting up your workspace every time you sign in is tedious.
How it works
- Arrange your workspace.
- Preferences are saved.
- They are restored next time.
What your practice gets
- Your setup remembered.
- Land in your work.
- No re-configuration.
Watch it in the product
A short recording of user preferences in use.
Questions accountants ask
What is remembered?
Toolbar pins, last client and display preferences.
Is it per user?
Yes.
Can I reset it?
Change the preferences at any time.
Related features
Features that work alongside user preferences.
Pick up where you left off
MYLEDGER opens the client you asked for from a link, or the last client you worked on.
AI usage and plan limits
See the practice's AI usage for the billing cycle, its quota and billing notifications.
Plan features and credits status
MYLEDGER shows which features your plan includes and your AI credit status.
Plan-based access
Features are available according to your practice's plan.
AI credits meter
A header meter shows AI credits, with a top-up link and a banner when AI is paused.
MYLEDGER welcome hub
A welcome hub and banner guide a new practice through the remaining setup.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.